Jacqueline Dufresne

Matthew Hague is a CFP® and holds a Series 65 license, with nine years of experience in the financial industry. He has been with Guide Wealth Management, LLC since 2015. In addition to his advisory role, he is involved in a tax preparation and representation business that operates seasonally. Guide Wealth Management serves individual and high-net-worth clients, businesses, trusts, and retirement plans by providing wealth management, investment management, and comprehensive financial planning. The firm combines passive portfolio construction with fundamental and cyclical analysis, and integrates tax-managed investing and derivative strategies, supported by an affiliated tax services company.

John Morgan is a financial advisor at Mountain View Strategic Wealth, LLC with 11 years of industry experience. He has held positions at Sowell Management and Marshall & Sterling Wealth Advisors, Inc. before joining his current firm in 2018. Morgan holds a Series 65 designation. Mountain View Strategic Wealth provides wealth management and advisory services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a range of analysis methods and offers discretionary portfolio management and ongoing financial planning based on clients’ investment objectives, time horizon, and risk tolerance.

Satish Athavale is a financial advisor at Sabina Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Millennium Management, Citadel, and Visium Asset Management. Sabina Asset Management LLC serves high-net-worth individuals, families, trusts, estates, charitable organizations, and certain business entities with discretionary portfolio management through customized separately managed accounts. The firm employs an active management approach focused on individual securities and proprietary quantitative tools, avoiding pooled products and wrap programs.

Nathaniel Prentice is a CFA® charterholder with 15 years of industry experience. He is the sole advisor at Prentice Investment Management, LLC, where he has worked since 2018. Prior to founding his firm, he held roles at Purshe Kaplan Sterling Investments and Altium Wealth Management LLC. Prentice Investment Management, LLC provides discretionary portfolio management and periodic reviews for a select client base, including individuals, related accounts, and charitable organizations. The firm employs a long-only investment approach focused on publicly traded securities, combining fundamental, qualitative, and point-and-figure technical analysis while maintaining diversification and managing accounts on a discretionary basis.

Shawn Erickson is a financial advisor at TruNorth Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual, Regeneron, and EY. TruNorth Financial LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $38.9 million across about 123 accounts, focusing on ETFs, mutual funds, fixed income, equities, and insurance products, and employs a long-term trading approach supported by fundamental, quantitative, and technical analysis.

James Devico is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Mountain Pass Planning Corporation since 2016 and previously spent five years with Professional Financial Consultants and Cadaret, Grant & Co., Inc. He holds ownership interests in several real estate entities and maintains a life insurance license. Mountain Pass Planning is an independent, single-advisor registered investment adviser serving individuals, families, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, combining passive and active investment approaches informed by fundamental and cyclical analysis.